Stifel Financial’s Invesco S&P SmallCap Energy ETF PSCE Stock Holding History

Stifel Financial’s Portfolio PSCE Stock Details PSCE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$289K	Buy	5,259 +320	+6%	+$19.2K	﹤0.01%	3311
2026 Q1	$301K	Buy	+4,939	New	+$263K	﹤0.01%	3181
2024 Q1	–	Sell	-3,955	Closed	-$206K	–	3406
2023 Q4	$206K	Sell	3,955 -300	-7%	-$15.9K	﹤0.01%	3050
2023 Q3	$243K	Sell	4,255 -1	-0%	-$55	﹤0.01%	2898
2023 Q2	$202K	Sell	4,256 -3,183	-43%	-$144K	﹤0.01%	3054
2023 Q1	$345K	Sell	7,439 -3,431	-32%	-$172K	﹤0.01%	2722
2022 Q4	$553K	Sell	10,870 -1,663	-13%	-$86K	﹤0.01%	2412
2022 Q3	$534K	Sell	12,533 -1,639	-12%	-$75.6K	﹤0.01%	2392
2022 Q2	$616K	Buy	14,172 +8,361	+144%	+$430K	﹤0.01%	2344
2022 Q1	$291K	Buy	+5,811	New	+$248K	﹤0.01%	2890
2021 Q3	–	Sell	-10,359	Closed	-$416K	–	3400
2021 Q2	$416K	Buy	10,359 +6,823	+193%	+$240K	﹤0.01%	2691
2021 Q1	$112K	Buy	+3,536	New	+$107K	﹤0.01%	3115
2017 Q2	–	Sell	-19,477	Closed	-$1.76M	–	2607
2017 Q1	$1.76M	Buy	19,477 +12,017	+161%	+$1.18M	0.01%	1140
2016 Q4	$794K	Buy	7,460 +1,537	+26%	+$147K	﹤0.01%	1512
2016 Q3	$545K	Buy	+5,923	New	+$492K	﹤0.01%	1685

Other funds holding PSCE

GJL

Gendell Jeffrey L $11.3B AUM 163.05% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

OPOWM

One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return

HCA

Harbor Capital Advisors Chicago, Illinois $1.47B AUM 42.58% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Stifel Financial's PSCE Position: Q2 2026 in Review

Stifel Financial increased its Invesco S&P SmallCap Energy ETF (PSCE) stake by 6.5% in Q2 2026, buying an estimated $19.2K and bringing the position to 5,259 shares worth $289K. The position accounts for ﹤0.01% of the portfolio, ranked #3311.

Stifel Financial first reported a position in PSCE in Q3 2016 and has held it in 15 quarters since. The position peaked at $1.76M in Q1 2017. 48 funds tracked by Wall St. Rank hold PSCE as of Q2 2026.

Stifel Financial held 5,259 shares of Invesco S&P SmallCap Energy ETF worth $289K as of Q2 2026.
Stifel Financial bought 320 Invesco S&P SmallCap Energy ETF shares in Q2 2026, an estimated $19.2K.
Invesco S&P SmallCap Energy ETF made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #3311 holding.
Stifel Financial first reported a position in Invesco S&P SmallCap Energy ETF in Q3 2016 and has held it in 15 quarters since.
Stifel Financial's Invesco S&P SmallCap Energy ETF position peaked at $1.76M in Q1 2017.
48 funds tracked by Wall St. Rank held Invesco S&P SmallCap Energy ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.